Clear-Investment-Research

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "DJP",
  null,
  "KRNY",
  null,
  null,
  "MPLX",
  null,
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  null,
  "GOOGL",
  "ALNY",
  "SCHH",
  "T",
  "BLK",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  "HPQ",
  "AZN",
  "MCD",
  null,
  null,
  "FBIN",
  null,
  "QCOM",
  "HUBS",
  "ITW",
  "AMAT",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  "IONS",
  null,
  null,
  "LHX",
  "LRCX",
  null,
  "MMC",
  "MRVL",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "DXC",
  "FIS",
  "GE",
  null,
  "DG",
  "IJR",
  null,
  "ORCL",
  "PAYX",
  null,
  null,
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  null,
  "IEMG",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "HPE",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "PSTG",
  "KVUE",
  "MSTR",
  null,
  "SLVM",
  "IEFA",
  "RY",
  "SCHX",
  "NOW",
  "SRE",
  "O",
  "RTX",
  "SPDW",
  "SPYG",
  "AMT",
  null,
  "SBUX",
  "SNPS",
  "TXN",
  "TD",
  "TJX",
  null,
  "TFC",
  "TRV",
  "UBER",
  "VNQ",
  "MRNA",
  "SCHW",
  null,
  null,
  null,
  "EPRT",
  null,
  null,
  "NTNX",
  "IWO",
  "IWN",
  "VYM",
  "DD",
  "GPK",
  "R",
  "ALB",
  "AMD",
  "WAB",
  "IP",
  "DLTR",
  "WM",
  null,
  null,
  null,
  null,
  "NVO",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  "HIMS",
  "DKNG",
  "USB",
  "VEA",
  null,
  null,
  "BSV",
  "VTRS",
  "V",
  "VST",
  "W",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  null,
  "FNF",
  "SCHD",
  "ET",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "LW",
  "LUMN",
  null,
  "SO",
  null,
  "PSX",
  "CRM",
  "SNAP",
  "RBRK",
  null,
  "IXUS",
  "MTUM",
  "DGRO",
  "SPYV",
  null,
  null,
  "LULU",
  "ADP",
  "BAC",
  "BRK-B",
  "BBY",
  "BMY",
  "CDNS",
  "CNNE",
  "CCL",
  "CELH",
  "CVX",
  "NET",
  null,
  "KO",
  "CDE",
  "COIN",
  "CMCSA",
  "CAG",
  "CEG",
  "COST",
  "CTVA",
  "CRWD",
  "CVS",
  "DAL",
  null,
  "RSP",
  "IJT",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 230
Total Value: 74879257
Accession Number: 0001635523-25-000003
Form Type: 13F-HR
CIK: clear-investment-research
Manager Name: Clear-Investment-Research

Data Enrichment

76% identified

175 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

230 positions • $74.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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316092352

Shares:21.8K

Value:$870.3K

% of Portfolio:1.2% ($870.3K/$74.9M)

NVIDIA CORP

NVDA|67066G104

Shares:7.2K

Value:$782.0K

% of Portfolio:1.0% ($782.0K/$74.9M)

46434G103

IEMG|46434G103

Shares:13.7K

Value:$740.4K

% of Portfolio:1.0% ($740.4K/$74.9M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:17.4K

Value:$728.0K

% of Portfolio:1.0% ($728.0K/$74.9M)

808524300

SCHG|808524300

Shares:28.4K

Value:$711.6K

% of Portfolio:1.0% ($711.6K/$74.9M)

464287176

Shares:6.1K

Value:$678.5K

% of Portfolio:0.9% ($678.5K/$74.9M)

AMAZON COM INC

AMZN|023135106

Shares:3.3K

Value:$620.4K

% of Portfolio:0.8% ($620.4K/$74.9M)

808524409

Shares:20.8K

Value:$552.4K

% of Portfolio:0.7% ($552.4K/$74.9M)

808524607

SCHA|808524607

Shares:23.2K

Value:$544.7K

% of Portfolio:0.7% ($544.7K/$74.9M)

808524805

SCHF|808524805

Shares:27.1K

Value:$536.1K

% of Portfolio:0.7% ($536.1K/$74.9M)

46429B747

Shares:5.2K

Value:$533.0K

% of Portfolio:0.7% ($533.0K/$74.9M)

464288513

Shares:6.5K

Value:$511.5K

% of Portfolio:0.7% ($511.5K/$74.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:915

Value:$487.3K

% of Portfolio:0.7% ($487.3K/$74.9M)

922908553

VNQ|922908553

Shares:5.2K

Value:$474.6K

% of Portfolio:0.6% ($474.6K/$74.9M)

464287648

IWO|464287648

Shares:1.6K

Value:$404.6K

% of Portfolio:0.5% ($404.6K/$74.9M)

DOLLAR TREE, INC.

DLTR|256746108

Shares:5.2K

Value:$390.4K

% of Portfolio:0.5% ($390.4K/$74.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.4K

Value:$370.2K

% of Portfolio:0.5% ($370.2K/$74.9M)

464287226

Shares:3.7K

Value:$362.8K

% of Portfolio:0.5% ($362.8K/$74.9M)

464287630

IWN|464287630

Shares:2.4K

Value:$360.2K

% of Portfolio:0.5% ($360.2K/$74.9M)

46434V621

DGRO|46434V621

Shares:5.4K

Value:$334.4K

% of Portfolio:0.4% ($334.4K/$74.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316092352)✕	21.8K	QoQ +9.75% (-1.9K) YoY +51.53% (+7.4K)	All Managers (Combined)	$870.3K	1.2% ($870.3K/$74.9M)	QoQ -5.16% (-$47.4K) YoY +57.44% (+$317.5K)
NVIDIA CORP(NVDAcusip67066G104)	7.2K	QoQ +3.42% (-239) YoY +617.91% (-6.2K)	All Managers (Combined)	$782.0K	1.0% ($782.0K/$74.9M)	QoQ -16.52% (-$154.8K) YoY -13.90% (-$126.3K)
(IEMGcusip46434G103)	13.7K	QoQ -2.59% (-366) YoY -67.54% (-28.6K)	All Managers (Combined)	$740.4K	1.0% ($740.4K/$74.9M)	QoQ +0.66% (-$4.9K) YoY -66.05% (-$1.4M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	17.4K	QoQ +0.03% (-6) YoY -1.07% (-190)	All Managers (Combined)	$728.0K	1.0% ($728.0K/$74.9M)	QoQ -5.01% (-$38.5K) YoY +8.86% (-$59.3K)
(SCHGcusip808524300)	28.4K	QoQ +0.39% (-112) YoY +293.83% (+21.2K)	All Managers (Combined)	$711.6K	1.0% ($711.6K/$74.9M)	QoQ -9.79% (-$77.3K) YoY +6.35% (+$42.5K)
(cusip464287176)✕	6.1K	QoQ -0.11% (-7) YoY +2.32% (+139)	All Managers (Combined)	$678.5K	0.9% ($678.5K/$74.9M)	QoQ +4.13% (-$26.9K) YoY +5.82% (+$37.4K)
AMAZON COM INC(AMZNcusip023135106)	3.3K	QoQ +1.74% (-56) YoY +1.71% (+55)	All Managers (Combined)	$620.4K	0.8% ($620.4K/$74.9M)	QoQ -11.76% (-$82.7K) YoY +7.28% (+$42.1K)
(cusip808524409)✕	20.8K	QoQ +0.09% (+20) YoY +200.00% (+13.9K)	All Managers (Combined)	$552.4K	0.7% ($552.4K/$74.9M)	QoQ +1.95% (+$10.6K) YoY +4.94% (+$26.0K)
(SCHAcusip808524607)	23.2K	QoQ -0.14% (-33) YoY +89.07% (-11.0K)	All Managers (Combined)	$544.7K	0.7% ($544.7K/$74.9M)	QoQ -9.52% (-$57.3K) YoY -10.03% (-$60.7K)
(SCHFcusip808524805)	27.1K	QoQ -0.63% (-173) YoY +80.37% (-12.1K)	All Managers (Combined)	$536.1K	0.7% ($536.1K/$74.9M)	QoQ +6.24% (-$31.5K) YoY -8.56% (-$50.2K)
(cusip46429B747)✕	5.2K	QoQ +0.17% (+9) YoY -30.15% (-2.2K)	All Managers (Combined)	$533.0K	0.7% ($533.0K/$74.9M)	QoQ +3.04% (+$15.7K) YoY -27.30% (-$200.2K)
(cusip464288513)✕	6.5K	QoQ -0.18% (-12) YoY -3.69% (-249)	All Managers (Combined)	$511.5K	0.7% ($511.5K/$74.9M)	QoQ +0.11% (-$609) YoY -2.25% (-$11.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	915	QoQ -1.71% (-16) YoY +9.31% (+78)	All Managers (Combined)	$487.3K	0.7% ($487.3K/$74.9M)	QoQ +15.47% (-$65.3K) YoY +38.45% (+$135.3K)
(VNQcusip922908553)	5.2K	QoQ -2.07% (-111) YoY -89.19% (-43.3K)	All Managers (Combined)	$474.6K	0.6% ($474.6K/$74.9M)	QoQ -0.47% (-$2.3K) YoY -88.68% (-$3.7M)
(IWOcusip464287648)	1.6K	QoQ +2.19% (-34) YoY +1.34% (-21)	All Managers (Combined)	$404.6K	0.5% ($404.6K/$74.9M)	QoQ -9.26% (-$41.3K) YoY -4.38% (-$18.6K)
DOLLAR TREE, INC.(DLTRcusip256746108)	5.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$390.4K	0.5% ($390.4K/$74.9M)	QoQ +0.17% (+$676) YoY -43.61% (-$302.0K)
Alphabet Inc.(GOOGLcusip02079K305)	2.4K	QoQ +3.77% (-87) YoY +11.92% (+255)	All Managers (Combined)	$370.2K	0.5% ($370.2K/$74.9M)	QoQ -15.22% (-$66.5K) YoY +14.68% (+$47.4K)
(cusip464287226)✕	3.7K	QoQ -0.10% (-4) YoY +0.57% (+21)	All Managers (Combined)	$362.8K	0.5% ($362.8K/$74.9M)	QoQ +1.97% (-$7.0K) YoY +1.58% (+$5.7K)
(IWNcusip464287630)	2.4K	QoQ +1.92% (-45) YoY +1.87% (-44)	All Managers (Combined)	$360.2K	0.5% ($360.2K/$74.9M)	QoQ -6.26% (-$24.1K) YoY -3.12% (-$11.6K)
(DGROcusip46434V621)	5.4K	QoQ -0.09% (-5) YoY +18.60% (+849)	All Managers (Combined)	$334.4K	0.4% ($334.4K/$74.9M)	QoQ +0.61% (-$2.0K) YoY +26.18% (+$69.4K)